A complete list of active advisors currently associated with Catalyst Investment Management LLC
Warmer can help you find a great advisor at Catalyst Investment Management LLC or one who fits your needs even better.
Catalyst Investment Management serves individuals, high-net-worth individuals, trusts and estates, managing about $129.8 million for roughly 60 clients through a small advisory team of two. The firm offers discretionary investment management, ongoing financial planning and retirement-account advice, and acts as a fiduciary when advising ERISA and IRA accounts. CIM’s investment approach is primarily long-term and low-turnover, built around diversified mutual funds and ETFs while also using individual stocks, bonds and, in limited circumstances, covered options, REITs and other limited partnerships. The firm combines fundamental, technical, cyclical and charting analysis to construct customized asset allocations and monitors portfolios continuously to align with each client’s goals and risk tolerance. Noteworthy for a firm of its size, CIM sponsors a wrap fee program that bundles trading and custodial costs into a single asset-based fee, a practice that only a minority of similar firms disclose. The firm is affiliated with an insurance agency and its advisory personnel are licensed insurance professionals, and the brochure discloses that insurance and real estate implementations generate commissions separate from advisory fees, creating potential conflicts that are addressed in its disclosures.
To learn more about the advisors currently working at Catalyst Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Windham, NH
| 22
| |
Windham, NH
| 35
|
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